4f.How to Add an Action to Multiple Accounts

Step-1: Click on the Admin Portal-->Select Actions Module-->Choose a specific

playbook-->Click on the ‘Add Action’ icon.

Step-2: Enter the required fields, enable the checkbox and click save.

If the check box is enabled, the new action gets added to the existing playbook on the CSM end.

Step-3: Here, the action is added on the CSM side for the specific playbook.

Any number of accounts that have this playbook assigned gets a new action added to it.

If no Primary CSM is assigned to an account, then the action will get assigned to the logged-in user who adds the action and assigns it to accounts.

Note: If the check box is not enabled then the action added will not reflect in the playbooks in the CSM end for accounts that are already linked with this playbook.

Those changes will be reflected in the playbook when assigned newly to an account.

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